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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Yodlee is the trusted data aggregation and intelligence platform powering the future of open finance. For more than two decades, Yodlee has helped financial institutions, fintech innovators, and enterprises convert data into meaningful action. Its ecosystem connects over 19,000 financial institutions, powering 601 million consumer accounts with secure, direct connections and enterprise-grade scalability. Through its suite of products—ranging from Personal Financial Management (PFM) to Wealth Management, Credit Solutions, Payment Enablement, and Business Financial Management—Yodlee enables institutions to deliver personalized, data-driven customer journeys. Its AI and analytics capabilities transform complex data sets into actionable insights that support smarter lending, risk assessment, and financial guidance. Trusted by top U.S. banks, wealth firms, and technology providers, Yodlee remains the backbone of digital transformation in financial services. With a strong focus on security, privacy, and compliance, it ensures that innovation never comes at the cost of trust. By turning fragmented financial data into clear, strategic intelligence, Yodlee enables organizations to anticipate customer needs and stay ahead in a rapidly evolving market.

Description

Engaging in financial matters doesn't have to be a daunting task, nor do the technological solutions that facilitate them. At eMoney, we are dedicated to providing cutting-edge, planning-oriented solutions that drive your business forward. Our all-encompassing financial planning platform is tailored to fit your operational style and designed to expand in accordance with your firm's increasing demands. From independent financial advisors to large corporate teams, our seamless solutions cater to the diverse and shifting requirements of your clients, whether they require simple or sophisticated assistance. eMoney transcends being merely a top-tier financial planning software; it is a comprehensive platform that aids in transforming prospects into loyal clients, fostering collaboration on financial strategies, and efficiently managing business operations. This allows you to dedicate more time to your primary passion: guiding clients as they prepare for their financial futures. In a world where financial planning is crucial, eMoney ensures that you are equipped with the tools needed for success.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

MoneyGuide Yes 
Akoya Yes 
Boss Insights Yes 
Co-Pilot Yes 
CoinTracker No 
Fintech Sandbox Yes 
FutureVault Yes 
Infinant Interlace Platform Yes 
InsuredHQ Yes 
Meld Yes 
Morningstar Advisor Workstation No 
Nitrogen No 
Plus & Minus No 
Relay Yes 
Riskalyze Yes 
Sila Yes 
SmartOffice No 
Snowball Analytics Yes 
Tres Finance No 
Wealth.com No 

Integrations

MoneyGuide Yes 
Akoya No 
Boss Insights No 
Co-Pilot No 
CoinTracker Yes 
Fintech Sandbox No 
FutureVault No 
Infinant Interlace Platform No 
InsuredHQ No 
Meld No 
Morningstar Advisor Workstation Yes 
Nitrogen Yes 
Plus & Minus Yes 
Relay No 
Riskalyze No 
Sila No 
SmartOffice Yes 
Snowball Analytics No 
Tres Finance Yes 
Wealth.com Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Yodlee

Founded

1999

Country

United States

Website

www.yodlee.com

Vendor Details

Company Name

eMoney Advisor

Founded

2001

Country

United States

Website

www.emoneyadvisor.com

Product Features

Financial Services

Analytics No 
Branch Optimization No 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management No 
Risk Management No 

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks Yes 
Client Management Yes 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management Yes 

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